Evooq

Company overview:

Evooq is a Swiss-based provider of wealth management technology solutions that aims to empower wealth managers to offer personalized investment advice at scale.

Its comprehensive solutions automate all manual tasks and encompass the entire wealth management process, from client profiling to proposal generation.

Additionally, through its sister company, Edgelab, Evooq integrates the best-in-class risk analytics and portfolio construction engine into its platform to provide users with important information at their fingertips.

This significantly reduces the tools a wealth manager needs to do their job, freeing up time to focus on what’s essential for them - client relationship building.

Evooq is trusted by some of the world’s largest banks, along with wealth management companies and pension funds across Europe and Asia.

The latest articles from Evooq

India

Digital Transformation and Enhancing the Client Experience in India’s Dynamic Wealth Management Market In partnership with Swiss WealthTech Evooq, Hubbis in January hosted a private and off-the-record event in Mumbai with private banking and independent wealth leaders in India. The mission was to discuss the many challenges they face in evol...

Thought Leadership
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The latest thought leadership from Evooq

India

Digital Transformation and Enhancing the Client Ex... In partnership with Swiss WealthTech Evooq, Hubbis in January hosted a private and off-the-record event in Mumbai with private banking and independent wealth leaders in India. The mission was to discuss the many challenges they face in evolving their wealth management offerings and analyse the role...

The latest events from Evooq

Mar 20, 2024   

PHILIPPINES WEALTH MANAGEMENT FORUM 2024 We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20th March, 2024 - 9.00am to 2.00pm. We hosted panel discussions and presentations on these topics and more: Trends, Opportunities and Challenges for the Industry Evolving the Platform and Propositi...